ZipRecruiter

Log In

1

Banking Associate Jobs in Puerto Rico (NOW HIRING)

Oriental Bank

Associate, Sales & Services

San Juan, PR

$14.75 - $19.50/hr

The Associate, Sales & Services (Branches), provides an excellent customer service experience while ... Finds integrated and alternative solutions while cross-selling bank products such as loans ...

Oriental Bank

Associate, Sales and Services

Dorado, PR · On-site

$13.25 - $17.50/hr

The Associate, Sales & Services provides an excellent customer service experience while identifying ... Receives bank visitors, provides information, and directs them to appropriate staff as necessary.

Advantage Life Insurance

PR · On-site

DOE Job Overview The Compliance Associate supports the BSA/AML and OFAC Program (Compliance Program ... Advantage International Bank Corp., Advantage Life Assurance I.I. and Advantage Life Puerto Rico A.

Deca Analytics

Financial Associate

San Juan, PR · On-site

Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience ... Attention to detail is crucial, as the Financial Associate will be responsible for ensuring the ...

next page

Showing results 1-20

All JobsBanking Associate JobsBanking Associate Jobs in Puerto Rico

Banking Associate information

Is 25 too old for investment banking?

Banking associates typically start their careers in their early to mid-20s, but 25 is not too old to enter investment banking. Many professionals transition into the field later, especially if they have relevant skills, internships, or advanced degrees like an MBA. Success depends on experience, networking, and skill development rather than age alone.

What are Banking Associates?

Banking Associates are entry- to mid-level professionals in banks or financial institutions who assist clients with their banking needs and support various operations, such as account management, loan processing, and customer service. They serve as the first point of contact for customers, handling inquiries, resolving issues, and ensuring compliance with regulatory requirements. Banking Associates often work alongside branch managers and other banking staff to provide seamless financial services and may also assist in sales and cross-selling of banking products.

What is an associate position in a bank?

A banking associate is an entry-level or mid-level employee responsible for customer service, processing transactions, and supporting banking operations. They often work in branches or departments, utilizing banking software and adhering to financial regulations. The role may require relevant certifications or training and typically involves a standard work schedule.

What do banking associates do?

Banking associates assist customers with account transactions, provide information about banking products, and support daily branch operations. They often handle deposits, withdrawals, and inquiries, requiring good customer service skills and knowledge of banking software. The role may also involve cross-selling financial services and ensuring compliance with banking regulations.

What are some typical challenges Banking Associates face during their first year, and how can they overcome them?

Banking Associates often encounter a steep learning curve in their first year, especially when adapting to fast-paced environments and complex financial products. They may face challenges in managing multiple client accounts, meeting strict deadlines, and mastering industry-specific software. To overcome these hurdles, it's important to proactively communicate with team members, seek mentorship from more experienced colleagues, and take advantage of training resources provided by the bank. Building strong organizational skills and staying detail-oriented will also help Banking Associates succeed and grow within the role.

What is the difference between Banking Associate vs Bank Teller?

AspectBanking AssociateBank Teller
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentOffice setting, handling client accounts, administrative tasksBranch counter, direct customer service
Employer & Industry UsageCommercial banks, credit unions, financial institutionsRetail banking branches, financial institutions
Common Search & ComparisonCustomer service, banking operations, financial productsCash handling, customer transactions, account inquiries

While both roles involve customer interaction within banking, Banking Associates typically handle a broader range of financial services and administrative tasks, often requiring more specialized knowledge. Bank Tellers focus primarily on cash transactions and basic customer service at the branch counter. Understanding these differences helps job seekers identify the right role based on their skills and career goals.

What are the key skills and qualifications needed to thrive as a Banking Associate, and why are they important?

To thrive as a Banking Associate, you need a solid understanding of financial products, customer service, and sales principles, often backed by a bachelor's degree in finance, business, or a related field. Familiarity with banking software, CRM systems, and compliance tools is typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities set top performers apart in this role. These skills are essential for delivering excellent customer experiences, ensuring regulatory compliance, and achieving business targets within a competitive banking environment.

What is the lowest position at a bank?

The lowest position at a bank is typically a teller or bank clerk, responsible for handling customer transactions and basic banking services. These entry-level roles often require minimal experience and serve as a starting point for a banking career, with opportunities for advancement through experience and additional training.
What are the most commonly searched types of Banking jobs in Puerto Rico? The most popular types of Banking jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Banking Associate jobs? Cities in Puerto Rico with the most Banking Associate job openings:
Banking Associate jobs near you
Associate, Retail Banking (Mortgage Inside Sales)

Associate, Retail Banking (Mortgage Inside Sales)

Oriental Bank

San Juan, PR • Hybrid

Full-time

Posted 8 days ago

Job description

The Associate, Retail Banking is responsible for converting inbound and assigned leads related to residential mortgages, maximizing opportunities generated from digital channels, branch referrals, and internal business units. The role focuses on delivering exceptional customer experience and efficiently managing the sales pipeline from initial contact through application submission. Position works hybrid and is based in San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

  • Manage and respond promptly to assigned leads from digital channels, branches, internal units, and campaigns.
  • Qualify prospects and guide customers through the end-to-end mortgage process, maintaining appropriate follow-up cadence and meeting established SLAs.
  • Execute a consultative sales approach, recommending suitable mortgage products while building strong customer relationships and effectively handling objections.
  • Maintain accurate pipeline tracking and ensure all documentation is complete, accurate, and submitted in a timely manner.
  • Identify cross-selling opportunities and refer customers to other bank products and services as appropriate.
  • Ensure compliance with all applicable regulations, internal policies, and credit procedures.
  • Support business initiatives, team meetings, and continuous process improvement activities.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:

  • Bachelor's degree in Business, Finance, Accounting, Marketing, or related field required.
  • Two (2+) years of experience in mortgage sales required.
  • Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
  • Experience with mortgage operations systems strongly desirable with preference for candidates with Encompass platform experience.
  • Proficiency in CRM systems, as well as, MS Office (Word, Excel, PowerPoint) required.
  • Knowledge of bank credit policies and procedures.
  • Strong communication, analytical, and negotiation skills.
  • Customer service-oriented with strong teamwork capabilities.
  • Excellent organizational skills with the ability to prioritize workload and meet deadlines.
  • Available to work extended hours, as well as, weekends or holidays if needed.
  • Required written, verbal & spoken language skills: Spanish (Advanced) and English (Intermediate).

WORK AUTHORIZATION & ELEGIBILITY:

  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

Recruitment Privacy Statement

Compliance Posters

#LI-Hybrid

Apply